Our Services
As an independent financial company, we are not beholden to any one brand of funds or products. We research our selections thoroughly and do not recommend anything to you that we would not be comfortable with in our own portfolios.
As a result, we help you build a strategy for your specific situation. Our lineup of services can help meet all your financial needs, including:
Wealth Accumulation
Stocks
Bonds
Mutual funds
Alternative investments
Annuities
Retirement Planning
IRA
Roth IRA
Simplified employee pension plans
401(k) plans
Qualified retirement plans
SIMPLE IRAs
Uni-K plans
Deferred compensation plans
Education Funding
Uniform gift to minors account
Section 529 plans
Coverdell ESAs
Business Valuation/Continuation
Key person life insurance
Buy/sell agreements
Estate Planning
Living trusts
Supplemental needs trusts
Transfer on death accounts
Charitable gift planning
Insurance Planning
Long-term care insurance
Variable life insurance
Term life insurance
Universal/whole life insurance
Disability insurance
Mortgages
Adjustable and fixed rate mortgages
Home equity lines of credit
Home equity loans